Team Member Details

About Me

Cherie is a dedicated Financial Wellness Advisor at Plancorp with over a decade of experience. She brings the heart of a teacher to every conversation. Always centering the client as the expert of their lives, Cherie serves as a guide to clarify goals and priorities, introduce strategic ideas, and then brainstorm possible next action steps.

Cherie is a self-proclaimed professional development geek with training and accreditations across the entire continuum of financial education, financial planning, financial counseling, financial coaching, and financial behavior. She presents at national and regional conferences, has co-authored chapters in books on housing and financial counseling, and is published in multiple academic journals.

Growing up in rural northeast Kansas, Cherie learned strong money management from living on a multi-generation farm that served her well as a supportive military spouse for twenty years. Currently, Cherie and her spouse are now settled in the Bay Area and enjoy playing board games with their adult children, attending live performance events, and going to crazy tourist destinations near and far. They recently welcomed their first grandchild and look forward to spoiling her as much as possible.

Awards & Recognitions

  • FINRA Investor Education Foundation Military Spouse Fellow of the Year, 2018

Community Involvement

  • Eden Housing Savers Program - Financial Coach
  • Financial Planning Association in collaboration with Home for Our Troops - Financial Counselor
  • USD 415 Educational Foundation - Board Member 2017/2023
  • Savvy Ladies Free Financial Helpline - Helpline Volunteer


  • Washburn University, BBA, Accounting and Management
  • Columbia College, MBA
  • Kansas State University, PhD in Personal Financial Planning

What's My Plan Missing?

Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.

Take Our Free Analysis

Want to learn more?

Find out how Plancorp's financial firm is different than the other firms you're used to.